Vanguard Tax-Managed Capital App Adm (VTCLX)
* As of 30-Nov-14
Quotes delayed, except where indicated otherwise. Currency in USD.
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||0.12%|
Performance & Risk
|5y Avg Return:||16.19%|
|Rank in Category (ytd):||36|
|% Rank in Category (ytd):||2.28%|
|Morningstar Risk Rating:||3|
The investment seeks to provide a tax-efficient investment return consisting of long-term capital appreciation.
The fund purchases stocks that pay lower dividends and are included in the Russell 1000 Index-an index that is made up of the stocks of large- and mid-capitalization U.S. companies. It uses statistical methods to "sample" the index, aiming to minimize taxable dividends while approximating the other characteristics of the index. The expected result is a portfolio that will loosely track the total return performance of the index, but with lower taxable income distributions. View More